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720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Spokane | WA | 04/2014 | 11/2025 |
| Mariner Independent Advisor Network, Llc | Spokane | WA | 06/2016 | 11/2025 |
| Quantum Financial Planning Services, Inc. | Spokane | WA | 11/2025 | Present |
1. 4/30/2014 - PURPOSE FINANCIAL ADVISORS, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 2% - - LIFE, LTC. 2. 12/4/2019 - Wolf & Associates, Inc. - At Reported Business Location(s) - Non-Variable Insurance - Started 11/26/2019 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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